Sentiment Summary
Recent Events
The ex-dividend date for the proposed final dividend of HK$0.771 per share for the fiscal year 2025 is scheduled for June 10, 2026; a price impact of 1% or more is expected due to the dividend adjustment.
Final dividend of 3.6 HK cents per share for FY2025 with ex-dividend date on June 2, 2026, with moderate impact estimated from dividend yield scheduled.
Annual General Meeting on 2026-05-29 to approve FY2025 results, a final dividend of HK2.4 cents per share, and a mandate to issue up to 20% new shares scheduled.
A briefing session for the first quarter 2026 results is scheduled.
Q1 2026 earnings release scheduled; analysts forecast revenue of 355.61B KRW and EPS of 1,342.00 KRW. Given the historical volatility during earnings, a 5% price impact is estimated.
Q1 2026 earnings release scheduled. Analysts forecast strong results with operating profit potentially increasing by over 49% YoY; this growth is estimated to have a medium market impact, forecasted.
Adjustment of the convertible bond conversion price from HKD 21.15 to HKD 20.89 on 2026-05-09 (Low importance estimated as this is a technical adjustment following a dividend) scheduled.
Annual General Meeting on 2026-05-08 to approve 2025 financial statements; routine governance event with ~1% price impact expected scheduled.
Q1 2026 earnings release with an estimated 5% impact based on historical volatility scheduled
Q1 2026 earnings release on April 30, 2026, with SK Securities forecasting revenue of 148.0 billion KRW and operating profit of 54.4 billion KRW scheduled.
Final Q1 2026 earnings release and conference call. This follows the negative preliminary earnings announcement on April 7. Medium impact estimated due to confirmation of financial results, scheduled.
Ex-dividend date on 2026-04-30 for the approved FY2025 final cash dividend of RMB 2.2 per 10 shares (Low importance estimated as market impact is typically limited to the dividend amount) scheduled.
Announced record-high Q1 2026 results on April 29, 2026, with sales of KRW 1.08 trillion and an operating profit of KRW 60.4 billion, a 122.9% YoY increase, driven by global power grid demand; High importance estimated due to significant earnings growth likely causing >10% price impact, scheduled.
Announced preliminary Q1 2026 earnings on 2026-04-29, reporting a swing to profitability with an operating profit of 29.0 billion KRW from a loss in the prior year. Revenue increased by 87.6% year-over-year to 159.9 billion KRW.
Doosan Fuel Cell announced Q1 2026 earnings on April 29, 2026, with revenue of KRW 144.8 billion (+45.2% YoY) and a significantly narrowed operating loss of KRW 1.3 billion. The stock price rose over 11% following the announcement.
Announced a KRW 318.9 billion (approx. $216.5 million) contract to supply power equipment for a North American data center project, representing 6.42% of 2025 revenue. The contract period is from April 28, 2026, to March 29, 2027. Price impact of 5-10% based on the contract's contribution to annual revenue estimated.
Announced two contracts with Ansan Green Power on April 29, 2026: a KRW 60.8 billion fuel cell system supply contract and a KRW 49.1 billion long-term service agreement (LTSA).
Announced Q1 2026 results with revenue of RMB 7.868 billion (down 3.63% YoY) and net profit of RMB 1.70 billion (down 14.3% YoY) due to VAT policy changes and reduced subsidies.
The Korea Exchange is scheduled to designate GAON CABLE as an 'Investment Warning' stock effective April 28, 2026, due to a rapid increase in its share price; a price impact of ≥10% is expected.
Announced Q1 2026 results with revenue of KRW 3.58 trillion and an operating loss of KRW 155.6 billion. The loss narrowed by 64.2% YoY, beating market expectations, and the company returned to net profitability. High importance estimated due to significant earnings turnaround; expected.
A contract to supply ESS equipment to Ace Engineering worth approximately 120.6 billion KRW (11.31% of annual sales) is scheduled for announcement on April 28, 2026. High importance estimated due to the contract value exceeding 10% of annual revenue.
Announced Q1 2026 earnings with revenue of KRW 1.0365 trillion (+2.1% YoY) and operating profit of KRW 258.3 billion (+18.4% YoY), driven by strong North American transformer sales. High importance is estimated as the record 24.9% operating margin is likely to drive a >10% price impact; earnings release expected.
Q1 2026 results release (net profit +20.09% YoY) on 2026-04-28 (High importance estimated due to strong double-digit earnings growth) scheduled.
The approval of the A-share listing application for the company's subsidiary, China Resources New Energy Holdings, on April 28, 2026, is scheduled; this major corporate milestone is expected to have a price impact of 10% or more.
Announced on April 28, 2026, the winning of a contract to supply high-voltage submarine cables for a solar power project in Shinan, South Korea; Medium importance estimated as the contract scale is likely to drive a >5% price impact, scheduled.
Q1 2026 earnings released, showing a 9.4% YoY decrease in revenue to CNY 30.47 billion and a 9.9% YoY drop in net profit to CNY 1.79 billion.
Q1 2026 earnings released on 2026-04-28: revenue fell 13.25% to RMB16.32 billion and net profit attributable to shareholders fell 9.33% to RMB2.74 billion, mainly due to lower on-grid generation and weaker market tariffs.
On 2026-04-28, CGN Power approved acquiring 46% of Cangnan Nuclear and 51% of Cangnan Second Nuclear from parent CGN for about RMB8.347 billion, a capacity-expansion deal that would make both targets subsidiaries upon completion, subject to shareholder approval.
SK Securities raised its target price for LS Eco Energy from KRW 48,000 to KRW 90,000 on April 28, 2026, citing increased visibility of its rare earth business and growth from HVDC cables; this significant target price hike is estimated to have a medium market impact (>=5%), analysts estimated.
Q1 2026 results with operating revenue down 5.9% to CNY 56.78 billion and net profit attributable to shareholders down 9.8% to CNY 4.48 billion; Medium importance as the 9.8% decline is under the 10% threshold, expected
Announced Q1 2026 results with net profit attributable to shareholders rising 29.26% year-on-year to RMB 2.893 billion; Medium impact estimated due to significant profit growth.
Announced a quarterly cash dividend of KRW 1,300 per common share (total KRW 46.8 billion) with record date 2026-05-13 and payment date 2026-05-27. Low importance is estimated as the dividend is within expected ranges with a 1-5% impact; dividend payment scheduled.
Announced the establishment of a joint venture with a capital contribution of RMB 5.1 billion to develop and construct the 'Mengdian Ru Su' (Inner Mongolia power to Jiangsu) project; Low impact estimated as it is a long-term capital expenditure.
LS-VINA acquired KEMA certification for 230kV ultra-high-voltage cables on April 27, 2026, securing eligibility to bid for major power grid projects in the US; this certification is expected to have a medium impact (>=5%) as it opens a major new market, expected.
Announced Q1 2026 consolidated results: Revenue KRW 1.36T (+26.2% YoY), Operating Profit KRW 152.3B (+48.8% YoY). Despite operating profit missing consensus, the stock rose on record new orders and a positive outlook.
The supply contract for the Anma Offshore Wind project, valued at KRW 36.7 billion, was suspended on April 24, 2026, at the client's request due to project permitting delays.